Surgery Partners shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Surgery Partners
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Quarterly reported holdings in Surgery Partners by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 610k | 31.99 |
| 2023-09-30 | $16M | 540k | 29.25 |
| 2023-06-30 | $23M | 515k | 44.99 |
| 2023-03-31 | $16M | 464k | 34.47 |
| 2022-12-31 | $12M | 436k | 27.86 |
| 2022-09-30 | $6.6M | 284k | 23.40 |
| 2022-06-30 | $7.6M | 264k | 28.92 |
| 2022-03-31 | $14M | 256k | 55.05 |
| 2021-12-31 | $13M | 247k | 53.41 |
| 2021-09-30 | $9.0M | 212k | 42.34 |
| 2021-06-30 | $14M | 214k | 66.62 |
| 2021-03-31 | $8.3M | 188k | 44.26 |
| 2020-12-31 | $4.1M | 140k | 29.01 |
| 2020-09-30 | $3.0M | 136k | 21.90 |
| 2020-06-30 | $1.6M | 135k | 11.57 |
| 2020-03-31 | $858k | 131k | 6.53 |
| 2019-12-31 | $2.0M | 127k | 15.66 |
| 2019-09-30 | $944k | 128k | 7.39 |
| 2019-06-30 | $952k | 117k | 8.14 |
| 2019-03-31 | $1.1M | 93k | 11.29 |
| 2018-12-31 | $962k | 98k | 9.80 |
| 2018-09-30 | $1.6M | 100k | 16.50 |
| 2018-06-30 | $1.5M | 103k | 14.90 |
| 2018-03-31 | $1.7M | 99k | 17.15 |
| 2017-12-31 | $1.1M | 89k | 12.10 |
| 2017-09-30 | $1.5M | 146k | 10.35 |
| 2017-06-30 | $1.7M | 76k | 22.75 |
| 2017-03-31 | $1.3M | 66k | 19.51 |
| 2016-12-31 | $983k | 62k | 15.86 |
| 2016-09-30 | $1.2M | 58k | 20.25 |
| 2016-06-30 | $815k | 46k | 17.91 |
| 2016-03-31 | $596k | 45k | 13.28 |
| 2015-12-31 | $904k | 44k | 20.49 |
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